Talking Point: Donating your IRA or other Qualified Plan to Charity Upon Death
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If I am already wanting to make a charitable gift, does it make…
How do I Open and Manage a Probate?
The probate process in Wisconsin can be complicated. There…
Does an Agent’s Authority under a Wisconsin Durable Financial Power of Attorney end when the Principle dies?
Answer: Yes. The Agent's authority dies when the principle…
Should I tell my insurance agent that my house is going into my trust?
Yes indeed. You need to contact your insurance agent…
What is a Wisconsin Transfer on Death Deed?
What is a transfer on death deed? A transfer-on-death…
Contentious Probate Settled – Kudos to the Family Involved
One of the hardest things to deal with in life is the…
Revocable living trust and pour over will. Why do I need both?
The Question. Why do we have a pour over will when we…
News Flash: Beneficiary designations are a Big Deal
Use Care: Beneficiary Designations Override Your Will…
Estate and Trust Planning: Going Beyond Just the Numbers and into the Heart
The clinical truth...
Estate planning professionals are taught…
Choosing an Attorney for Your Estate Planning
A recent Caring.com article by Susan Kostal, Senior…
Conservation Easement: A Beautiful Thing
What are these?
A conservation easement is an interest in real…
News Flash: Few People Actually Plan for Death or Incapacity
Estate Planning Note:
AARP shared an article…
Why did you put Latin in my Will and Trust?
The legal phrases: “by representation”, "per stirpes",…
Compressed Tax Brackets on Irrevocable Trusts
What is this rumor I have heard about compressed tax brackets…
Get Tax Credits for Work on Your Historic Home
As I drive around Evansville and see work being done on historic…